Adding Additional Assignee or Sending Additional Copy

The current step assignee can add assignees to the next step in the workflow. This is useful if you want to send a copy of the record or add another assignee before you take action on it.

You can add additional assignees or copy users if:

You have not yet accepted the task, and the form is still in view form. If you have already accepted the task, you can reverse the action by clicking the menu icon (three horizontal lines) and selecting Undo Accept.
The business process workflow has been set up to allow adding assignees or allowing to Cc.

Adding Additional Assignee

You can add additional assignees or copy users from the tasks log (Tasks functional node of Home Workspace, Company Workspace, and Project/Shell).

Note: Adding additional assignees must be done after opening a record.

To add an additional assignee to a task:

Go to your business process and open the log.
Click to select the record, click the gear menu (  ), and click Open.
Click the Menu Options (  ) and choose Add more assignees. The User/Group picker window opens (to learn how to search and use the picker refer to Unifier General User Guide). The list displays the list of users or groups that can be assigned, according to the business process setup.
Follow the assign team members' procedure to select users or groups.
Click Done.

The user or group will be added to the list of assignees. The record will appear in each new user's Tasks log and applicable business process log, and users will receive an email informing them of the task, depending on their email subscription preferences.

Sending Additional Copy of Business Process Form

To send a copy of a business process to additional users:

Go to your business process and open the log.
Click to select the record, click the gear menu (  ), and click Open.
Click the Menu Options (  ) and choose CC more users. The User/Group picker window opens. The list displays the list of users or groups that can be copied according to the business process setup.
Follow the assign team members procedure to select users or groups.
Click Done.

The user or group will be copied. This means that the record will appear in each new user's Notifications log and applicable business process log, and the users will receive an email informing them of the copy, depending on their email subscription preferences.

You can copy more users on the End step, if the following conditions are met:

The signed in user is not a Step Editor, and
The signed in user is not a Record Editor.

The restrictions for Record Editor and-or Step Editor are not applicable to creators. A creator can add more users because the creator is the owner of the record. This ability remains whether the creator belongs to the Record Editor group or the Step Editor group.

Last Published Monday, August 28, 2023